Unclaimed
Steven Ramsden is a registered representative and investment advisor representative with Hartford Funds. Steven has been in the financial services industry since 2015 and has experience with a variety of firms including Blackrock Investments, LLC and Prudential Annuities Distributors, INC. Steven holds the Series 66, Series 7, and SIE licenses. Steven also has specializations in investment companies, pooled investment vehicles, and 529 plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
Registrant provides investment advice to states in connection with 529 plans and model recommendations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees related to 529 plans and model recommendations.
1
2
PA
03/20/2019 - Present
Hartford Funds (Willow Grove PA)
PA
07/17/2018 - 02/11/2019
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
NJ
10/06/2015 - 07/13/2017
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
BOTH
Issued 12/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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